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Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
6
users have commented on this narrative
55
users have followed this narrative
New
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
users have followed this narrative
Updated
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
20.8% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
13
users have followed this narrative
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Campus Activewear
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Product Portfolio With New SKUs In Women's Category Will Broaden Customer Base
Key Takeaways Aggressive market expansion and a bolstered online presence are set to increase sales and capture a larger market share. Expanded product portfolio and improved manufacturing efficiency may boost margins and profitability through better cost management and customer alignment.
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₹311.13
FV
15.7% undervalued
intrinsic discount
13.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
8 days ago
author updated this narrative
Rémy Cointreau
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Cost Management And Expansion Into US And China Will Improve Future Prospects
Key Takeaways Strategic investments and innovative opportunities are prioritized to drive future revenue growth despite current sales challenges. Rigorous cost management and targeted marketing investments aim to stabilize financials and boost profitability, particularly in the U.S. and China.
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€54.16
FV
1.7% undervalued
intrinsic discount
3.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
Grafton Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Spanish HVAC Market Entry Will Capitalize On Europe's Housing Demand
Key Takeaways Strategic geographic diversification, including entry into Spain, positions Grafton Group for revenue growth by leveraging housing shortages and structural demand in Europe. Operational improvements, disciplined capital allocation, and shareholder returns through buybacks and dividends support margin resilience and financial stability.
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UK£11.81
FV
25.4% undervalued
intrinsic discount
6.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
8 days ago
author updated this narrative
Sdiptech
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Modernizing Infrastructure And Divestments Will Unlock Value
Key Takeaways Strategic divestment and targeted acquisitions are enhancing operational efficiency, margin quality, and expanding Sdiptech's high-margin revenue streams. Strong positioning in infrastructure-related segments benefits from modernization trends and regulatory focus on sustainability, supporting sustained organic growth and resilient customer relationships.
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SEK 297.40
FV
35.6% undervalued
intrinsic discount
6.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
ProAssurance
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
AI-Ready Web Portal Will Improve Future Customer Experience And Operational Workflows
Key Takeaways Strategic initiatives in medical professional liability and renewal premium increases are enhancing profitability and future margins. Investments in AI tools and analytics aim to optimize processes, improve efficiency, and bolster revenue through better client retention.
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US$22.67
FV
5.4% overvalued
intrinsic discount
-2.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
8 days ago
author updated this narrative
Técnicas Reunidas
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Global Contracts In Argentina And Emirates Will Lead To Resuming Dividends By 2026
Key Takeaways Strategic projects and new contracts in Argentina and the Emirates are anticipated to significantly boost revenue and improve EBIT margins through 2025. Focus on higher-margin energy transition projects and resumption of dividend payments by 2026 signal strong cash flow and enhanced shareholder value.
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€21.48
FV
2.7% undervalued
intrinsic discount
4.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
Gravita India
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Recycling Capacity And Diversification Will Create Future Opportunities
Key Takeaways Diversification into new recycling verticals and expansion of value-added products aim to reduce reliance on lead and support more stable, higher-margin growth. Strategic global scale-up, vertical integration, and advanced ESG initiatives position the company for resilience, regulatory benefits, and sustainable market leadership.
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₹2.45k
FV
24.8% undervalued
intrinsic discount
23.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
8 days ago
author updated this narrative
SoftwareOne Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Crayon Integration And New Partnerships Expected To Drive Future Growth
Key Takeaways Strategic partnerships and market strategy transformations are set to fuel revenue growth across various sectors and regions. Cost synergies and efficiency improvements aim to significantly enhance earnings and profitability in the near future.
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CHF 9.41
FV
31.6% undervalued
intrinsic discount
23.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
AIXTRON
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Advancements In GaN And SiC Technologies Will Strengthen Future Market Position
Key Takeaways AIXTRON's advancements in SiC and GaN technology position it as an industry leader, potentially driving future revenue through increased market share and efficiency gains. AIXTRON's growth in China and the expanding applications of GaN technology can enhance revenue amid Western market weakness.
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€15.42
FV
13.9% undervalued
intrinsic discount
5.02%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
8 days ago
author updated this narrative
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